Search this blog
-
Recent Posts
- Comment On Buffett’s Early Partnership Letters And Latest Activities
- What Does Martin Whitman’s Funds Manager Think Of Applied Materials?
- Some Thoughts About Warren Buffet, Heinz And Big Cat Insurance
- “How to Win Friends and Influence People” – A Great Book I Learned About Thanks To Warren Buffett… Plus A Great Poem!
- Latest Activities And A Few Words On Intel
- Who Is Interested In Dell Going Private ?
- Some initial thoughts on Xyratex, an apparent bargain.
- How does your typical day-to-day and work week looks like ?
- A thought on the US stock market
- Working and investing at the same time ?
- Performance 2012 … and best wishes for 2013 !
- Must read for Berkshire Hathaway fans
Recent Comments
- jrv on Phil Carret’s “12 Commandments of Investing”
- Tirath on Phil Carret’s “12 Commandments of Investing”
- jrv on Comment On Buffett’s Early Partnership Letters And Latest Activities
- anon.coder on Comment On Buffett’s Early Partnership Letters And Latest Activities
- Black Swan on XIV historical data and pricing model since VIX futures available (2004)
- jrv on XIV historical data and pricing model since VIX futures available (2004)
- Black Swan on XIV historical data and pricing model since VIX futures available (2004)
Who's Online
7 visitors online now4 guests, 3 bots, 0 members
Investing SearchTags
adsense AMAT android apple Austrian economic school backwardation Banco Santander Benjamin Graham Berkshire Hathaway bonds books Brazil Charlie Munger Cisco contango David Sokol Dell E.ON Facebook Google hedge inflation intc Intel Ludwig Von Mises Microsoft Munich Re Philip Carret Philip Fisher plugin profitable Robert Rodriguez Seth Klarman T-Bonds TLT United States Gypsum US dollar USG vix volatility vxx Warren Buffett WDC Wells Fargo Western Digital
Monthly Archives: June 2011
Hedged 200 Santander stocks with 2 call options
The door that I left open by buying 2 call options has finally been closed today. By selling 200 stocks @11.4 having bought 2 September strike 8 call options @2.8 some days ago I effectively locked 60 cents profit per … Continue reading
Closed my TLT short position
Bought back @94.43 the 6 TLT ETF units I had shorted recently, for a meager 16 dollar profit. The reason is because I did not have the opportunity to short much more at higher prices, and I do not like … Continue reading
Sold 10 ETR @69.05
The reason is that the more I inform myself about natural gas the more I think there is a big risk that energy prices will remain low for years. ETR sells nuclear energy and its margins are getting lower and … Continue reading
Posted in Companies
Leave a comment
It’s a Great Time to Buy a House
Forget stocks. Don’t bet on gold. After four years of plunging home prices, the most attractive asset class in America is housing. One of my best investments was buying USG (gypsum drywall producer) options during the worse moments of the … Continue reading
Added 30 Cisco shares @14.93
Now holding 130 @avg 14.935 (plus 50 for my mother in law) I have been to busy reading, conference call transcripts and SEC fillings, to write why I like it. I have also been to busy buying this and other … Continue reading









